Cart

CS Professional Suite & Onvio

Back to Training for CS Professional Suite

Class Listings

NetFirm

2018 Year-End Update and Productivity Training: NetClient CS

Level: Basic

This lecture-style class, designed for both new and experienced users of NetClient CS, will demonstrate how to streamline setup and maximize efficiencies with your tax workflow. In this class, we'll cover the settings used to make the NetClient CS experience effective for your firm and your clients, discuss methods to set up client accounts, review settings required to integrate NetClient CS with UltraTax CS, Practice CS, and FileCabinet CS for the delivery of client documents which include organizers, tax returns, invoices, and other files.

No advance preparation is needed for this class. A high-speed Internet connection is required.

View Topics...

Course Objectives:

  • See how to set up administrative settings and client accounts using various methods.
  • Explore ways to set up options to integrate NetClient CS with Ultra Tax CS and other CS Professional Suite products.
  • Discover how multi-factor authentication can add an additional layer of security to your firm's confidential data.

Back to top